Heritage Family Offices »

Bank of America Corporation shares owned by Heritage Family Offices

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bank of America Corporation by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2026-03-31 $291k 6.0k 48.75

More positions owned by Heritage Family Offices

Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds State Street Spd (SPEM)
Ishares Tr Msci Eafe Etf (EFA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Heritage Family Offices

Top funds holding Bank of America Corporation

Vanguard Group
BlackRock
Berkshire Hathaway
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Capital World Investors
Morgan Stanley
Franklin Resources
Goldman Sachs Group
Northern Trust
Invesco
Fisher Investments

View all funds holding Bank of America Corporation